Summary
Overview
Work History
Education
Skills
Timeline
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JIAXIN (Jocelyn) YU

Severna Park,MD

Summary

Tax associate with two years of experience in public accounting, specializing in ultra-high-net-worth individuals, trusts, estates, and partnerships. Proficient in preparing complex tax returns, including Forms 1040, 1041, 1065, and 709, as well as fiduciary court accountings using GEMS. Skilled in leveraging platforms like CCH Axcess, SurePrep, iManage, and TaxCaddy to efficiently manage and organize large volumes of client data. Known for attention to detail, strong documentation, and dependable delivery under tight deadlines. Actively exploring both staff accountant roles in industry and tax opportunities in a public accounting firm.

Overview

7
7
years of professional experience

Work History

Tax Associate (UHNW)

RSM US LLP
McLean, Virginia
10.2023 - 05.2025
  • Prepare federal and state tax returns (1040, 1041, 1065) for ultra-high-net-worth individuals, families, and related entities.
  • Prepare Form 709 gift tax returns, ensuring proper application of annual exclusions, and lifetime exemption amounts.
  • Prepare fiduciary court accountings using GEMS software, in accordance with jurisdictional requirements.
  • Analyze and input tax data from K-1s, 1099s, consolidated statements, and other investment documentation.
  • Maintain and manage client documents using systems such as iManage and TaxCaddy.
  • Communicate with clients and internal teams to collect tax information, and resolve outstanding items.

Tax Engagement Support Services Internship

RSM US LLP
Remote, US
01.2023 - 04.2023
  • Support the assigned leadership team with time-sensitive and confidential tasks as needed.
  • Print and assemble tax returns (simple to moderate complexity) per Route Sheet instructions, using firm software and workflow tools to ensure accurate client deliverables.
  • Manage the e-file process: monitor, release, and track tax returns to authorities; resolve transmission errors, and rejections to meet filing deadlines.
  • Handle tax organizers, scan client workpapers, manage return delivery, track due dates, and assist with new client setup, ensuring timely, and accurate service.

Federal Tax Internship

RSM US LLP
Gaithersburg, Maryland
06.2022 - 08.2022
  • Assisted in preparing federal individual and business tax returns (1040, 1065) in accordance with IRS regulations.
  • Maintained organized documentation for each engagement to support review and filing accuracy.
  • Identified missing client information and created clear, open item requests for manager review.

Assistant Manager

Garden Café Inc
Arnold, Maryland
01.2018 - 06.2022
  • Trained new employees in product knowledge, customer service protocols, cash handling procedures, and safety regulations.
  • Managed daily operations of the store, including scheduling staff, assigning tasks, and overseeing inventory control processes.
  • Monitored sales performance to identify potential areas for improvement.
  • Administered bookkeeping functions to generate invoices, and handle accounts payable and receivable.

Education

Master of Science - Accounting

University of Maryland
MD
05.2023

Bachelor of Science - Accounting

University of Maryland
MD
05.2022

Skills

  • Tax software
  • CCH Access
  • GEMS
  • iManage
  • TaxCaddy
  • Suralink
  • CaseWare
  • Microsoft Office

Timeline

Tax Associate (UHNW)

RSM US LLP
10.2023 - 05.2025

Tax Engagement Support Services Internship

RSM US LLP
01.2023 - 04.2023

Federal Tax Internship

RSM US LLP
06.2022 - 08.2022

Assistant Manager

Garden Café Inc
01.2018 - 06.2022

Master of Science - Accounting

University of Maryland

Bachelor of Science - Accounting

University of Maryland

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JIAXIN (Jocelyn) YU